Abbey Caldwell, CFP®

Wealth Advisor & Financial Planner

Abbey Caldwell is a Financial Planner at Strata Wealth Advisors. She gathers and analyzes client data to build and monitor comprehensive financial plans in alignment with the Strata Wealth 360 Planning Process®.

Abbey began her career in financial planning immediately after graduating from Texas A&M University. In her prior role as a Financial Planning Specialist at Carter Financial Management, she worked alongside the Carter Advisory Services team to develop comprehensive financial plan reviews for clients. Additionally, she assisted in training and mentoring interns.

Abbey graduated summa cum laude from Texas A&M University with a Bachelor of Science in Agricultural Economics and a minor in Financial Planning. She has also obtained the CERTIFIED FINANCIAL PLANNER™ certification. Her passion for financial literacy led her to be involved in organizations such as Junior Achievement, the Financial Planning Student Association, and the A&M Money Education Center, where she served as a volunteer peer financial advisor. She is currently active in the Dallas/Fort Worth Financial Planning Association as a NexGen committee co-chair.

Abbey grew up in Sugar Land, Texas and currently lives in Grayson County with her husband, Zac. Together they have two rescue dogs, two rescue cats, and Abbey’s retired show horse. Abbey enjoys volunteering with her favorite dog rescue, riding her horse, training for dog agility competitions, and living an active lifestyle with lots of time outdoors.

Areas of Expertise

  • Comprehensive financial planning
  • Data analysis
  • Client services
  • Operational efficiency